Wells Fargo Bank is a firm that provides fiduciary trustee, administrative support, investment management, commercial bank, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in California (although they are present in other states as well).
Most Wells Fargo Bank clients are health and welfare funds, hospitals, and grantmaking foundations with revenues ranging from $3.9 million to $176 million.
Previous legal names, trade names, or just variations of their name include: Wells Fargo; Wells Fargo Bank, N.a.; Wells Fargo Advisors; Wells Fargo Insurance Services; Wells Fargo Advisors LLC; Wells Fargo Business Credit; Legacy Wells Fargo; and Wells Fargo Business Creditbarnett Mana.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | United Way of Greater Atlanta | 501(c)(3) | Atlanta, GA | ||
| 2 | Anti-Defamation League (ADL) | 501(c)(3) | New York, NY | ||
| 3 | Rainforest Alliance | 501(c)(3) | New York, NY | ||
| 4 | United Way of New York City | 501(c)(3) | New York, NY | ||
| 5 | American Academy of Orthopedic Surgeons (AAOS) | 501(c)(3) | Rosemont, IL | ||
| 6 | Pennsylvania Horticultural Society (PHS) | 501(c)(3) | Philadelphia, PA | ||
| 7 | Freedom Forum | 501(c)(3) | Washington, DC | ||
| 8 | Nyu Langone Hospitals | 501(c)(3) | New York, NY | ||
| 9 | Kansas City Art Institute (KCAI) | 501(c)(3) | Kansas City, MO | ||
| 10 | Campaign for Tobacco-Free Kids | 501(c)(3) | Washington, DC | ||
| ... | and 453 more Wells Fargo Bank not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Wells Fargo Bank in the nonprofit sector include Voya Retirement Insurance and Annuity Co., Fidelity Investments Institutional, JP Morgan Chase, Capfinancial Partners, LLC, The Segal Company, US Bank, Global Retirement Partners LLC, The Vanguard Group, Merrill Lynch, and T. Rowe Price.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.